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About This RoleAI processing…
Ready to do the most impactful work of your career? At Coinbase , we are uncompromising on our mission to increase economic freedom. The bar is high, the environment is intense, and we like it that way. This isn't a place for complacency, it’s a place to be pushed past your perceived limits. If you're ready to build the future of finance alongside people who refuse to settle for "good enough," you belong here. Coinbase is a remote-first, but not remote-only company. Expect to get together quarterly for intense in-person working sessions called “surges.” learn more about working at Coinbase .
Key Responsibilities
- 1Execute daily trade, position, balance, and cash reconciliations between Coinbase and Apex records, investigating and resolving breaks with full documentation.
- 2Support customer account onboarding and maintenance workflows, including documentation review, status follow-up, and exception escalation.
- 3Process inbound and outbound securities transfers (ACATs) end-to-end, from intake review and eligibility checks through submission, tracking, and exception resolution.
- 4Monitor operational alerts and exception queues, prioritize customer- and risk-impacting issues, and coordinate remediation across Engineering, Product, Trading, CX, Compliance, Finance, and Apex.
- 5Support corporate action operations by reviewing event notices, monitoring deadlines, validating allocations, and investigating post-event discrepancies.
- 6Identify recurring failure modes and propose practical improvements to reduce manual work, shorten resolution time, and improve customer outcomes.
Requirements
- 2+ years in financial services operations, brokerage operations, clearing and settlement, trade support, or a related operational control function.
- Working knowledge of U.S. equities trade lifecycle concepts, including order processing, settlement, positions, cash movements, corporate actions, and account transfers.
- Demonstrated experience investigating data breaks or operational exceptions across multiple systems and driving issues to documented resolution.
- Proven ability to follow documented procedures consistently in a regulated environment while exercising sound judgment on exceptions outside the runbook.
- Familiarity with clearing platforms (e.g., Apex Clearing), Jira, SQL, or workflow-automation tools used in brokerage operations.
- Utilizes generative AI responsibly, maintaining human oversight to deliver business-ready outputs and drive measurable improvements in workflow efficiency, cost, and quality.
Perks & Benefits
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